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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,792 | $217,427-50.0% | $185,837-41.5% | $167,518-35.1% |
| Participation rate | 88.2% | 86.0%+2.2pp | 81.7%+6.5pp | 82.1%+6.1pp |
| Annual return | 30.14% | 148.39%-118.3pp | 122.08%-91.9pp | 478.71%-448.6pp |
| Employer contribution / active EE | $1,644 | $5,874-72.0% | $5,168-68.2% | $4,838-66.0% |
| Participant deferral / active EE | $4,225 | $6,357-33.5% | $5,568-24.1% | $6,342-33.4% |
| Admin fee / account holder | $340,846 | $19,816+1620.0% | $16,241+1998.6% | $12,312+2668.3% |